Specific things About Virgin Super.

  • Q. Who's Virgin Super’s fund manager?
    • A. Macquarie Funds Management (Macquarie).

      They’re part of the Macquarie Bank Group, an Australian investment bank and one of Australia’s top 50 listed companies.  With over 35 years experience, Macquarie Bank operates in a range of investment banking, commercial banking and retail financial services markets in Australia and internationally.

      Macquarie is a full service fund manager, with expertise in all major asset sectors and 25 years funds management experience.  Macquarie’s strong client focus, disciplined investment processes and dedication to innovation has established their reputation as one of Australia's leading fund managers.  Since its establishment in 1969, Macquarie has been associated with a stream of major financial innovations, achieving significant benefits for clients and underpinning Macquarie's reputation as a market leader.
  • Q. What's the investment mix for the different Life Stage Tracker® options?
    • A. This is Virgin Money’s super fund option for people who prefer to have the bulk of the investment thinking left to the experts.  All you need to consider is the level of risk and return you’re most comfortable with, and choose your preferred investment option - we’ll take care of the rest.

      Under 40s mix 100% growth assets 85% growth assets
      Australian shares 65% 47%
      International shares 35% 32%
      Property 0% 6%
      Cash and fixed interest 0% 15%
      40s mix 85% growth assets 70% growth assets
      Australian shares 47%
      38%
      International shares 32% 24%
      Property 6% 8%
      Cash and fixed interest 15% 30%
      50s mix 70% growth assets 50% growth assets
      Australian shares 38% 25%
      International shares 24% 10%
      Property 8% 15%
      Cash and fixed interest 30% 50%
      Over 60s mix 50% growth assets 20% growth assets
      Australian shares 25% 10%
      International shares 10% 5%
      Property 15% 5%
      Cash and fixed interest 50% 80%
  • Q. Where does Virgin Super get its research?
    • A. Virgin Money Lifestyle Priority Index.
      June 2005 survey of 1,100 Australians conducted by AC Nielsen to understand how important super is to us.

      Virgin Money Beyond Bowls and Bingo Study.
      October 2005 survey of 406 18-34 year olds conducted by Galaxy Research to understand young people’s retirement expectations and super motivators.

      Virgin Money Barriers to Switching Super Report. December 2005 survey of 3,596 18-64 y olds conducted by Roy Morgan Research to explore and measure the difficulties experienced by Australians when switching super.

      Super and the Under 40s. July 2005 quantitative study conducted by McCrindle Research to investigate the attitudes and behaviours of young people regarding super.

      Max Super Survey. March 2006 survey of 798 Australians.
  • Q. How do I leave Virgin Super?
    • A. If you’re leaving us.
      If you do want to leave, we’ll be sorry to see you go. We’ll need your request in writing sent to: Virgin Super, Locked Bag 8, Haymarket NSW 1236.

      If you’re leaving your employer.
      If you’re starting a new job, you can still stay with Virgin Super. All you need to do is give your new employer a Standard Choice Form.

      If you’re leaving Australia.
      You may be eligible to take your funds with you.  Find out more about your potential eligibility.
 
 


Prepared by Virgin Money Financial Services Pty Ltd (ABN 51 113 285 395; AFSL 286869) for Trust Company Superannuation Services Limited
(ABN 49 006 421 638, AFSL 235153, RSE Lic. No.L0000635) as Trustee for Virgin Superannuation (RSE Reg. No. R1001440).

You should consider our Product Disclosure Statement which can be found on our website.
Please note this information does not constitute personal financial product advice, and you may wish to consult your financial adviser before making a decision
about whether Virgin Superannuation fits your objectives, financial situation and needs.
Call Virgin Super on 1300 652 770